Estate Planners Group, LLC
Position in GOF — Guggenheim Strategic Opportunities Fund
CIK 2118977
YARDLEY, PA
Position in GOF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$26,124,176
-$3,406,804 QoQ
Shares Held
2,370,615
+3.4% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
19.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GOF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Estate Planners Group, LLC holds $66,771,477 across 11 Asset Management names. GOF ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
This page
|
2,370,615 | $26,124,176 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
1,308,910 | $22,395,450 | |
| 3 | ARCC |
Ares Capital Corp
|
679,446 | $12,243,616 | |
| 4 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
151,178 | $1,954,731 | |
| 5 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
99,352 | $1,044,189 | |
| 6 | MUA |
Blackrock Muniassets Fund, Inc.
|
79,834 | $847,038 | |
| 7 | RFM |
RiverNorth Flexible Municipal Income Fund, Inc.
|
54,608 | $766,150 | |
| 8 | RMM |
RiverNorth Managed Duration Municipal Income Fund, Inc.
|
42,103 | $573,863 |
All Filings in GOF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,124,176 | 2,370,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,530,980 | 2,292,778 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||